NVIM
WPZ

New Vernon Investment Management’s Williams Partners L.P. WPZ Stock Holding History

New Vernon Investment Management’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-41,453
Closed -$2.04M – 59
2015
Q1 		$2.04M Buy
41,453
+20
+0% +$975 1.4% 28
2014
Q4 		$2.12M Buy
+41,433
New +$2.34M 1.43% 28

Other funds holding WPZ

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

New Vernon Investment Management's WPZ Position: Q2 2015 in Review

New Vernon Investment Management sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 41,453 shares — an estimated $2.04M sold.

New Vernon Investment Management first reported a position in WPZ in Q4 2014 and held it in 2 quarters. The position peaked at $2.12M in Q4 2014. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • New Vernon Investment Management reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
  • New Vernon Investment Management sold 41,453 Williams Partners L.P. shares in Q2 2015, an estimated $2.04M.
  • New Vernon Investment Management first reported a position in Williams Partners L.P. in Q4 2014 and held it in 2 quarters.
  • New Vernon Investment Management's Williams Partners L.P. position peaked at $2.12M in Q4 2014.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on New Vernon Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.